Taxes are part of your life that causes dread, a boogieman lurking under the bed.

It’s always been a boogieman - That first year of self-employment taxes was brutal, wasn’t it?

Especially as you keep growing, you’re in a shifting sands of tax liability every year.

Is 110% of last year going to be enough? I grew 20% but also bought a book of business this year. What happens now? Am I even still in the right entity type?

Think of how you frame your planning conversations with your clients.

They aren’t flying blind - so why are you?

Are you doing the same for your own tax liability? It is eating up over a third of your income every year unchecked.

But it’s not your fault, just like your clients need you, you need a tax advisor that takes a proactive role in your life.

Most tax professionals see themselves as tax return filers.

A correct, timely tax return’s just table stakes of the bare minimum.

But your actual needs are just being able to offboard thinking about income taxes altogether.

You’re a doer.
You’re scaling your business, and having surprise large cashflow leaks around 4/15 through taxes shouldn’t be happening.

Knowing it’s accounted for, that it’s budgeted, that it’s strategically minimized (yes you’re in the right entity), that the returns are filed, that Uncle Sam is paid is what we do.

That it’s managed without you having to quasi-manage it. Checking-in or dwelling on it like a boogieman under your bed at night.

That sounds expensive.Well working with us is usually less expensive than what you’re currently paying…probably by a full five figures

Most advisors who start working with us save 40k+ in their first year with an ROI is over 200% on our services in direct tax savings